Financial Services Representative - State Farm Agent Team Member

Responsive RecruiterBenefits: Health insurance, opportunity for advancement, paid time off, training & development, 401(k), 401(k) matching, bonus based on performance, competitive salary.About the OpportunityAre you an experienced financial services professional who enjoys helping customers make confident decisions about their future? Kathy Wall State Farm is seeking a knowledgeable and consultative Financial Services Representative to join a well-established agency serving the Dallas community. This opportunity is ideal for someone with a strong background in financial services, customer education, relationship building, and needs-based conversations. In this role, you will work with customers to identify financial goals, discuss available options, and help connect them with products and services designed to manage everyday risks and support long-term planning.What You'll DoConduct financial reviews with customers to better understand their goals, needs, and current financial pictureEducate customers on financial products and options in a clear, professional, and compliant mannerConsult with customers regarding financial planning, portfolio considerations, and asset allocation needsRecommend appropriate products and solutions based on customer goals and agency guidelinesBuild and maintain strong customer relationships through follow-up, trust, and ongoing servicePartner with the agency team to identify opportunities for deeper customer supportMaintain accurate documentation and follow all applicable compliance and regulatory requirementsSupport agency growth through proactive conversations and customer-centered recommendationsWhat We're Looking For3+ years of experience in financial services, banking, insurance, investment services, or a related fieldStrong understanding of financial products and consultative sales conversationsFINRA Series 7 and Series 63 licenses preferredExcellent communication and relationship-building skillsStrong analytical skills and attention to detailAbility to explain complex financial topics in a simple and professional waySales-minded, goal-oriented, and comfortable having proactive customer conversationsHigh level of professionalism, integrity, and commitment to complianceWhy Join Kathy Wall State FarmJoin a respected and established State Farm agencyWork with a customer-focused team that values trust, education, and long-term relationshipsOpportunity to use your financial services experience in a meaningful, relationship-driven environmentSupport customers with important decisions that impact their financial futureBe part of an agency focused on growth, service, and professional developmentIdeal CandidateThe ideal candidate is consultative, analytical, professional, and confident discussing financial options with customers. They are comfortable identifying customer needs, making recommendations, and building relationships that support both the customer and agency growth.Apply TodayIf you are ready to bring your financial services experience to a respected State Farm agency, we encourage you to apply and take the next step in your career with Kathy Wall State Farm.

Compensation: $55,000.00 - $80,000.00 per year.This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our well-trained team uses state of the art technology to achieve outstanding results. Come work with an energetic, fun team at Kathy Wall - State Farm Agent!